Jan 2, 2025 · 2024 has been a busy year, with elections and geopolitical strife clouding the outlook. Nevertheless, the backdrop of falling inflation and interest rates has generally been good for financial ...

1 day ago · News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance

Jan 2, 2025 · Brendan Llewellyn lists some resolution ideas for advisers to consider as we emerge from holiday hibernation and look ahead to 2025…

Jan 3, 2025 · Pearce began her career as a part-time mortgage-adviser at Leeds Building Society and latterly became a compliance consultant. She progressed to become a financial planner and then held compliance ...

Jan 24, 2025 · With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over the year…

Nov 26, 2024 · Here they are. The first set of shortlists for the 2025 Professional Adviser Awards…

Sep 17, 2024 · Professional Adviser warmly invites financial planners, providers, firms and specialists from across the industry to submit entries for the 2025 Professional Adviser Awards.

Jan 8, 2025 · Foster Denovo has made its first acquisition of 2025 with the purchase of Verum Wealth. This buy marks the firm's seventh acquisition in just over a year and adds £87m of assets under advice to ...

2025 will be a pivotal year for financial advisers as they navigate an increasingly complex tax environment shaped by the Autumn Budget, Triple Point retail strategy director Diana French told ...

Jan 27, 2025 · In celebration of Financial Planning Week 2025, Octopus Money today (27 January) unveiled new data revealing the age profile of its average customer in 2024 was 38 years old, with its youngest ...